Mobile Enrolment

Enhance the registration process to increase speed, accuracy and compliance

If your enrolment process involves capturing registrant information on paper forms, securing that PHI in a box or briefcase and storing it in a field agent’s car to key in back at the office, you might want to revisit your member on-boarding strategy.

Leveraging electronic data capture capabilities and the mobility of a tablet device, the OnBase Mobile Enrolment solution creates a paperless, efficient enrolment process that allows your organisation to increase enrolment volume while reducing operational costs for this document-heavy, critical stage of the member service cycle.

Electronically capture data and signatures

Taking manual data entry out of the equation improves information accuracy and enrolment speed. Sales representatives electronically capture prospective enrollee information, and while still in the field, upload it for processing. OnBase

immediately prompts if any crucial information is missing. This allows sales reps to:

Focus on providing quality customer service

Enroll more applicants, since enrolment takes less time to complete

The increased transparency and quick turn-around times further enhance the customer experience.

Once uploaded, forms route directly to the correct users for review and approval, reducing the time it takes to move applications through the process. And, with no paper documents, nothing gets misplaced between each step. Insurers set business rules to identify incorrect or suspicious information during processing, mitigating common problems in open enrolment.

OnBase by Hyland is a single enterprise information platform for managing content, processes and cases. OnBase has transformed thousands of organisations worldwide by empowering them to become more agile, efficient and effective.